you think fund managers are blind? you think all the investor are blind? you think market are blind to value it?

can anyone tell me WHY?

if so good like you misleading people, then why share price drop from RM 1.70 to below RM 1.00? WHY ? WHY ? WHY leh?

W.buffet own a quite substantial holdings in his invested company, calvin , you can own more than 5% of TSH? pls show me you own 5% baru you talk Berkshire Hathaway! else, dont tak nonsense here

TSH from RM 1.70 all the way down to RM 1.10 , -almost 35%. If want to from RM 1.10 all way up to RM 1.70, need how many %?
I think Calvin you are too long stay in Spore, Maths also become poorer and poorer !

same to TSH

yes, you are right. good Earnings reported is not guarantee the share price will follow also. Reason: Calvin will tell you later

@ moneyontheway, may i suggest you study why most of the company released the earning , then the share price is still dropping, e.g. yesterday Kobay, recently Bjfood, Mi and so on. It could be to TSH and others plantation stock

you already mentioned and agreed with "long term investment"(or you are pretend to be long term investor? ), then why you so care or so bother about them? Tan 500k buy up also wont affect the fundamentals, do you think this type of syndicate or people like you keep promote share can affect the share price?

telurgoreng, i just want to highlight to him that "good share dont have to shout sekampung everyday, who doesnt know Ayam Betina Bertelur? market will value it AND dont hide the risk of the counter only"

you look at Bjfood, if you this counter , indirectly you are own Starbucks Malaysia. Earning is good, share price also drop? Why? Calvin? can you answer? so what to the good earning to TSH 2Q result

if you slept well, you wont continuous post the non sense

his fallacy is telling if Tan buying, share price will going no matter what price; if selling , share price share will fall down.
Does him think that just 500k share can support share price? better think how to improve the efficiency of FFB, then have strong fundamental and consistent improve dividend payout.

right. We should wait for the result and you also need take a rest to stop posting those repeating old story, ok? unless you have something to say like what @ SpiritLance post just now: TP for FCPO end year 2022 = RM6000
TP for TSH end year 2022 = RM3.5

@ Calvin, just answer me , this 2Q AVG CPO as you claims RM6,552, 3Q also RM 6,552, 4Q also RM 6,552. Then where is the grow?

dont tell your old grand mother story and those common knowledge which everyone is also knew .

@ Calvin, I kasi you this 2Q AVG CPO as you claims RM6,552, 3Q also RM 6,552, 4Q also RM 6,552. Then where is the grow?
You said Nov22 RM 500m is received, People is looking for Core Net Profit, not “NET PROFIT with exceptional items” . If this type of selling land reported net profit can be stimulus share price(or justified the fundamentals of share price) , then market won’t value TSH at this price loh. Please don’t divert attention and talk non-sense !

BRENT CRUDE OIL FALLS TO SIX-MONTH LOW OF $91.64 A BARREL -----dont panic, it is "illusion" !

lucky crude oil below USD 100, if not , his another non-stop old grand mother story, i.e " Crude oil > USD 130 ".

calvintaneng, once Indon change government , previously talk from A to Z also useless. Do you think they want to relocated from Jakarta to Jungle area like East Kalimantan? This is not Shift from KL to Putrajaya which is only 40km distance !

once Kuan Family come and buy up, those shortseller confirm Tapao!

@ Calvin, "nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less
Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01

@ Calvin, "We are bullish from now as prices at bargain level". If you really bullish and for long term , everyone is understand, just mentioned once is more than enough . Why you need to "write" and "repeated" your old grand mother story everyday?

StartOfTheBull, right. in your opinion, coming 2Q , will planation stock result better than 1Q, if yes(expected), then will share price move? ; else if not(unexpected) , then will share price drop?

regarding MSCI counter. Let me asking this interesting question: what is Malaysia's weighting in MSCI index? TSH contribute to how many %? it is significant ?

you look at HEIM today, result is so good(but QoQ is drop!), how come share price didnt move further ? because it is expected and price in few month ago. This principle is applicable to others counter also

if long term investor, dont have to promote everyday like calvin. Where got long term advisor promote lousy counter everyday?
In fact calvin is asking to buy short term , once financial result is out, if above expectation , then he said is due to A to Z; others he will say it is due to market sentiment

i m rather he dare to predict the 3Q22, 4Q22 's CPO price and post here. But I believe he is not. His is non-stop to repeated the old grand mother story almost everyday

@ Calvin, Last night USA closed up , This will pull up Klse next week to higher level.
What is Correlation btw DJIA AND KLSE? please check before you talk. You are not the first time misleading people

@Calvin, for your point : 2. Second good news Malaysia this qtr GDP is 8.9% beating even Vietnam, India and China
please mind your wording: This is not "This Quarter" , this 8.9% growth "was 2Q second quarter" . This Quarter is referring to 3Q Third Quarter.
Same like TSH to be announce the coming 2Q financial result , not 3Q.

today 12noon, Msia 2Q GDP grows 8.9% YoY, how come KLCI indices still @ 1,506 after this announcement ?
FYI, now is at 3Q and KLCI is @ higher level in Mar this yr, i.e during 1Q

retired sifu so what?! Last time there is very famous sifu(i couldnt remember his name) ask to buy planation stock call "Rsawit" , now what's Rsawit share price?

Stock market and Business Environment is not like last time, that's why pls dont tell me this sifu that sifu

1. In 2019

https://www.theedgemarkets.com/article/petronas-ceo-wan-zulkiflee-mult...

"Leaders in the next five to 10 years, need to redefine risk management in very different ways from now because things are changing very fast. You cannot rely on a single strategy," Wan Zulkiflee added.

2. In 2022
https://www.theedgemarkets.com/article/petronas-chairman-be-prepared-p...
“The year 2021 has proven that we need to constantly be prepared to pivot when faced with the unexpected

come on lah, calvin, you claim yourself is experience this and that BUT you still hiding some facts. I kasi you FCPO RM 5.5k this Quarter, Next Quarter until next year(no growth each quarter) . Do you think TSH share price can move further?

calvin, pls dont repeat and repeat your old grandmother story everyday

Unless FCPO can further up more, if not TSH will stay at this price. Why? For coming 2Q expected good earnings already price in (or reflected) by last 3 month or 6month ago’s share price.
When public also know data/info is not call news, it won’t affected share price. Only when public do not know information, then it is call good news.

from fundamentals:

Jtiasa VS TSH

*Jtiasa*
FY 2016
Revenue: 1.02b
EPS: 5.60sen
share price: 1.15

FY2021
Revenue: 723.4m
EPS: 3.30sen
share price: 0.57

Its 5yr CAGR : Revenue -6.64%, EPS: -10.04%, *Share price: -13.10%*


*TSH*
FY2016
Revenue: 872.3m
EPS: 4.30sen
share price: 1.86

FY2021
Revenue: 1.190b
EPS: 12.3sen
share price: 1.08

Its 5yr CAGR : Revenue +6.41%, EPS: +23.39%, *Share price: -10.30%*
Share price didn’t move, two possibility only” either is overlook by market or it is already price in by market

TSH, Inno: https://www.facebook.com/cityplusmy/videos/595243095524466

calvin, " Tsh got almost "1/2 billion acres" of palm oil and forest concession lands with Rm400 millions worth of biological assets"

"1/2 billion acres" = 0.5billion ac = 500,000,000 ac = 500m ac = 202,342,821 Hectares . Pls show me in which page of FY2021 Annual report, TSH got 202.3m ha of whatever lands

Many times I ask Calvin : is PPB or Wilmar performing, but he choose not to answer(same like he didn’t answer many of TSH question asking by me) because of the following :

PPB
FY 2016
Revenue: 4.186b,
EPS 73.46sen
share price: 13.22

FY2021
Revenue: 4.857b,
EPS: 105.17sen
share price: 17.10

Its 5yr CAGR : Revenue +3.02%, EPS: +7.44%, *Share price: +5.28%*

Wilmar
FY 2016
Revenue: 41.4b
EPS: 15.4cts
Share price 3.59

FY2021
Revenue: 65.8b
EPS: 29.9cts
share price 4.14

its 5yr CAGR : Revenue +9.71%, EPS: +14.2%, *Share price: +2.89%*
So, is both Performing or not?

As i said early, for plantation stock, have to choose those efficient one and can pay consistent dividend. Not to those need to sell asset then pay dividend or bonus issue

@Investformilkmoney, not say bad things to TSH. Just to highlight many issue that Calvin didnt or choose or purposely not to said. pls be remember that risk management is very important in any investment. Unless you can be like company founder/owner or Fund like EPF and W.buffet which that have own quite substantial holdings.
Others wise as fund manager or advisor pun, you cant ask people to non stop accumulate or no need to cut loss.
another things is , dont fall in love with stock.

calvintaneng, do you think Warren buffet principle can apply to most of us? he holds quite substantial shareholding in the company. and recently he invest in oil and gas company , to me O&G is categories under "old economy model" industry type , so i strongly believe he is invest in the "wrong company"

remember, market is always forward looking!

Sometimes I do not know whether some experts here is innocent or really pretend to be innocent. Come on lah! this coming 2Q earnings already reflected(or price in) by its share price last 3month or 6months ago

TP only RM 1.07???? , Not RM 2 or RM 3? i thought market is always forward looking. I think HLB research might misleading us

since CPO is good, is Wilmar and Yihai Kerry Arawana is performing?

@ calvintaneng
from https://klse.i3investor.com/web/forum/forum-thread/600778251

can you share with us whats target price for TSH since you said HLB research is so excellent

since HL research is so excellent , What is their TP for TSH compare with RM 1.04 now ? Can you share with i3investor?

@ calvintaneng, even you ignore/refuse/not to highlight above, BUT market will price in it now

Let say 2Q22 CPO selling @ AVG RM 6k,
3Q22 RM 5.5k, 4Q22 RM 5.5k, 1Q22-4Q23 also RM 5.5k
Do you think share price can go further? Share Market is always forward looking from 6month to 9month or even 12month . that’s why market value TSH at around RM 1.00 now

Indian state bets big on oil palm to cut US$19bil vegoil imports
https://www.thestar.com.my/business/business-news/2022/08/03/indian-state-bets-big-on-oil-palm-to-cut-us19bil-vegoil-imports